Manager - Mixed Tax
- Institute of Chartered Accountants in England and Wales (ICAEW)
- Chartered Institute of Taxation (CIOT)
Sarah is a qualified Chartered Accountant and Chartered Tax Adviser. She has worked at Alliotts for ten years, after a career change from teaching. She started in our audit and accounts teams, before transferring to our tax team in 2018. Her role involves a variety of taxes and areas: personal and corporate tax advisory; individual, companies and trusts compliance.
She is carving out a niche in advising on tax and international mobility, perhaps inspired by a letter about her own position during a stay in China.
Alongside her taxable corporate clients Sarah also assists charities with their corporation tax compliance. Despite rarely having any tax to pay to HMRC, charities still have responsibilities, so Sarah assists with tax returns and advice on potential tax complications.
Sarah’s previous audit and accounts experience included a variety of clients from the education sector, so she was delighted to bring that expertise to assisting with their tax responsibilities.
Livery companies, like clubs and associations, fall within the mutual trading rules for tax. Sarah is experienced with these entities: assisting in analysing their transactions and their tax compliance requirements.
Private Client Advisory
Private client advisory is a widely cast net that includes various types of tax-related queries. Sarah thinks it is her previous teaching roles that give her such satisfaction in assisting with these varied enquiries and giving her clients peace of mind over their personal and corporate tax positions.
Residence & domicile rules
Sarah overcomes her jealousy of the exotic destinations of her clients through the satisfaction of helping them understand their UK tax positions and requirements as they arrive in, depart from or live outside of the UK.
This also ties into inheritance tax, which is one of Sarah’s specialities.
Sarah is experienced in various aspects of trust taxation and administration, including:
- Income tax returns
- Inheritance tax returns
A lifelong learner, with a passion for all things chocolate, Sarah enjoys books and media, travel and martial arts, while her membership of The Women’s Institute (WI) gives her regular access to tea and cake.
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